…Let's look now at the revenue you generate by customer.…This analysis is about understanding if your revenue is…generated through a few big customers, many smaller ones, or a blend of the two.…And to see the significant chunk of your revenue is dependent on…very few customers, which could become an issue down the road.…We will talk more about that in a later video.…It is also about analyzing how your revenue evolves by customer,…compared to the past.…The reason?…We need to make sure we develop our business with each of our…current customers.…

So, if we pick up a decline in revenue with a customer, then,…it is a sign that he is potentially speaking with the competition.…To do so, just simply take the pivot table that we already have, and, thanks to that,…we will see how the revenue of each customer is evolving year over year.…Let's first de-select the year, so that we get the revenue for both 2013, and 2014.…Now, the revenue that you see here by customer is a blend of the two years, so…what we want to do is take the year column and…

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Released

8/4/2014

Learn how to analyze the top line (or revenue) of your company and identify areas of under- or overperformance with Excel. Author Rudolph Rosenberg explores essential financial concepts that are necessary to understanding your company's revenue data. Then he introduces the tools and techniques you can use in Excel, including PivotTables and the invaluable SUMIF function, to prepare and analyze the data you have available. Plus, learn how to analyze your customer base, determine revenue per product, and identify upsell opportunities. Rudolph will also show how to make sure you're treating your data fairly, by considering the impact of seasonality, recurrent vs. one-off business, and interdependencies.

Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel.